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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,486 | $39,798+36.9% | $67,704-19.5% | $59,633-8.6% |
| Participation rate | 30.8% | 57.4%-26.6pp | 67.5%-36.7pp | 68.7%-37.9pp |
| Annual return | -0.87% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $676 | $1,393-51.5% | $2,559-73.6% | $2,203-69.3% |
| Participant deferral / active EE | $3,807 | $2,335+63.0% | $3,585+6.2% | $3,192+19.3% |
| Admin fee / account holder | $364 | $3,212-88.7% | $4,255-91.5% | $4,297-91.5% |